【券商聚焦】华泰证券：二月A股的日历效应偏积极建议逐步提升组合的弹性

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金吾财讯 | 华泰证券表示，上周，A股缩量下跌，高低切换较为明显，主要由风险偏好下降驱动。总量上看，外部宏观风险已初步定价，融资资金降温、ETF净流出收窄，内外资机构逆势净流入。结构上，浮盈筹码、交易拥挤、业绩验证压力较大的细分方向逐步完成初步定价，该机构认为，调整波段或接近尾声，且二月A股的日历效应偏积极，建议逐步提升组合的弹性。该机构指，短期，从总量和结构两个维度看，风险偏好下降导致的调整波段...

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【券商聚焦】华泰证券：二月A股的日历效应偏积极 建议逐步提升组合的弹性

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【券商聚焦】华泰证券：二月A股的日历效应偏积极建议逐步提升组合的弹性